Link Bank Account

Depending on account configuration, Providers may associate multiple Merchants with their bank account. This is particularly useful for Fiscal Sponsors who allow for sponsored projects to fundraise under their 501(c)(3) but may also be used by businesses with multiple brands under a single legal entity. Follow these steps during the onboarding of your Merchants or sponsored projects:

1. Click Merchants in the main menu.
2. Click the Create Merchant button near the top right corner.
3. A side panel will open on the right. Fill out the required information and under Bank Accounts select Link Provider Bank Account. Select the desired bank account and click Save.
4. Click Create to finalize.

Note: For an existing bank account to be linked to a new merchant, that bank account must be fully approved and underwritten.